军工板块带头反攻！长城军工5天4板，机构认为板块进入上行大周期

格隆汇2025-08-06

A股三大股指全线翻红，军工板块涨幅居前，长城军工5天4板，内蒙一机、中兵红箭分别涨5%、4%。近期军工板块月线三连涨，是自2022年8月以来首次，同时福建舰入列在即、叠加“九三”阅兵情绪催化，申万宏源认为十五五规划预期打开军工空间上限，军贸不断预期催化，军工基本面进入上行大周期，预期行情持续上行。本轮“623”以来的A股“轮动上涨、低位补涨”的特征更明显，两融余额上行至2万亿，反映出资金做多的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2557349805?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-06 10:05","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2557349805","market":"sh","top_or_hot":-1,"title":"军工板块带头反攻！长城军工5天4板，机构认为板块进入上行大周期","media":"格隆汇","content":"<div>\n<p>A股三大股指全线翻红，军工板块涨幅居前，长城军工5天4板，内蒙一机、中兵红箭分别涨5%、4%。\n近期军工板块月线三连涨，是自2022年8月以来首次，同时福建舰入列在即、叠加“九三”阅兵情绪催化，申万宏源认为十五五规划预期打开军工空间上限，军贸不断预期催化，军工基本面进入上行大周期，预期行情持续上行。\n本轮“623”以来的A股“轮动上涨、低位补涨”的特征更明显，两融余额上行至2万亿，反映出资金做多的...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n","source":"live_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>军工板块带头反攻！长城军工5天4板，机构认为板块进入上行大周期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n军工板块带头反攻！长城军工5天4板，机构认为板块进入上行大周期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 10:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A股三大股指全线翻红，军工板块涨幅居前，长城军工5天4板，内蒙一机、中兵红箭分别涨5%、4%。\n近期军工板块月线三连涨，是自2022年8月以来首次，同时福建舰入列在即、叠加“九三”阅兵情绪催化，申万宏源认为十五五规划预期打开军工空间上限，军贸不断预期催化，军工基本面进入上行大周期，预期行情持续上行。\n本轮“623”以来的A股“轮动上涨、低位补涨”的特征更明显，两融余额上行至2万亿，反映出资金做多的...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2557349805","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2557349805","pubTimestamp":1754445938,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"A股三大股指全线翻红，军工板块涨幅居前，长城军工5天4板，内蒙一机、中兵红箭分别涨5%、4%。\n近期军工板块月线三连涨，是自2022年8月以来首次，同时福建舰入列在即、叠加“九三”阅兵情绪催化，申万宏","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159227":"航空航天","159230":"通航","159231":"航空","159267":"航天ETF","159378":"通用航空","159392":"航空ETF","159982":"中证500","160643":"空天军工","161024":"军工","161027":"证券","302132":"中航成飞","399300":"沪深300","600038":"中直股份","600316":"洪都航空","600760":"中航沈飞","600893":"航发动力","600967":"内蒙一机","601606":"长城军工","BK4588":"碎股","BK0102":"重组","BK0188":"融资融券","BK0012":"证金概念","BK0062":"通用航空","BK0077":"质押式回购","002625":"光启技术","BK1564":"中资券商股","BK0251":"专用设备","BK0028":"国家队","BK0005":"高端装备制造","002389":"航天彩虹","BK0076":"特斯拉","FDN":"First Trust Dow Jones Internet I","06806":"申万宏源","002085":"万丰奥威","BK0164":"国企混改","BK0037":"军民融合","BK1147":"投资银行业与经纪业","BK4585":"ETF&股票定投概念","BK0128":"无人机","BK0196":"行业龙头","BK0262":"其他制造","000519":"中兵红箭","BK0086":"举牌","BK0036":"汽车后市场","BK0214":"IT设备","BK0006":"大央企重组","000166":"申万宏源"},"translate_title":"The military sector takes the lead in the counterattack! Great Wall Military Industry has 4 boards in 5 days, institutions believe that the sector has entered an upward cycle","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159227":1,"159230":1,"159231":1,"159267":1,"159378":1,"159392":1,"159982":1,"160643":1,"161024":1,"161027":1,"302132":1,"399300":1,"600038":1,"600316":1,"600760":1,"600893":1,"600967":1,"601606":1,"002625":1,"002389":1,"06806":1,"FDN":1,"002085":1,"000166":1,"000519":1},"content_text":"A股三大股指全线翻红，军工板块涨幅居前，长城军工5天4板，内蒙一机、中兵红箭分别涨5%、4%。\n近期军工板块月线三连涨，是自2022年8月以来首次，同时福建舰入列在即、叠加“九三”阅兵情绪催化，申万宏源认为十五五规划预期打开军工空间上限，军贸不断预期催化，军工基本面进入上行大周期，预期行情持续上行。\n本轮“623”以来的A股“轮动上涨、低位补涨”的特征更明显，两融余额上行至2万亿，反映出资金做多的热情高涨。今年低空在主题赛道中基本滞涨，属于低位有待反弹的板块。华福证券指出，下半年民航局已经成立通用航空和低空经济工作领导小组，后续产业政策值得期待。\n值得关注的产品，及截至发稿涨跌幅：\n打包空天军工核心力量：航空航天ETF(159227)，+1.94%，国防军工权重占比高达99%，是全市场最“纯”的军工类ETF，成份股包含光启技术（超材料隐身技术）、中航沈飞（歼击机整机制造）、航发动力（航空发动机）、中航成飞（无人机系统制造）、长城军工（兵装集团弹药及智能武器系统）等。\n聚焦低空经济：通用航空ETF基金(159230)，+0.96%，低空经济含量超84%，包含万丰奥威（通用航空飞行器的研发）、洪都航空（通用航空教练机和民用无人机）、航天彩虹（无人机的研发）、中直股份（直升机研发）等。","kind":"live","is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.4","shortVersion":"4.42.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2557349805","isCrawlerRequest":true}